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It behooves advisers to be ahead of the pack in embracing the idea.
April 1 -
There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.
March 29NextCapital -
Commission-based investors want to keep their accounts, regardless of the fiduciary rule.
March 28 -
Postponement serves no purpose, because honest consideration will not change the regulation.
March 28 -
Big firms are asking for more time, while investors and even some advisers are asking the Labor Department to keep the rule intact.
March 27 -
A higher standard of client care can still be enforced in the marketplace, fiduciary supporters say.
March 23 -
As a channel, we must get better at attracting and retaining HNW assets.
March 23Stathis Partners -
With an eye toward potential repeal, Alexander Acosta told senators that he will abide by President Trump's executive memorandum and review the rule's impact.
March 22 -
Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.
March 22Stathis Partners